Skip to content
Disclosery

Leicht Financial Planning & Wealth Management, Inc.: SPDW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leicht Financial Planning & Wealth Management, Inc. on SPDW, newest first. How the timeline and the estimate are built.

Leicht Financial Planning & Wealth Management, Inc. held 435,860 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 435,860 shares
    Change vs previous 13F -16,824 shares

    9% of the 13F portfolio, value $21,962,985.

    13F-HR 0001710666-26-000005 filed by Leicht Financial Planning & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 452,684 shares
    Change vs previous 13F -5,992 shares

    9.37% of the 13F portfolio, value $20,665,044.

    13F-HR 0001710666-26-000004 filed by Leicht Financial Planning & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 458,676 shares
    Change vs previous 13F -3,885 shares

    9.11% of the 13F portfolio, value $20,369,807.

    13F-HR 0001710666-26-000001 filed by Leicht Financial Planning & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 462,561 shares
    Change vs previous 13F -1,889 shares

    8.92% of the 13F portfolio, value $19,792,988.

    13F-HR 0001710666-25-000003 filed by Leicht Financial Planning & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 464,450 shares
    Change vs previous 13F -29,822 shares

    8.93% of the 13F portfolio, value $18,805,582.

    13F-HR 0001085146-25-004718 filed by Leicht Financial Planning & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 494,272 shares
    Change vs previous 13F +14,319 shares

    9.41% of the 13F portfolio, value $17,996,455.

    13F-HR 0001085146-25-002071 filed by Leicht Financial Planning & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 479,953 shares
    Change vs previous 13F +10,928 shares

    8.38% of the 13F portfolio, value $16,380,802.

    13F-HR 0001085146-25-001832 filed by Leicht Financial Planning & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 469,025 shares
    Change vs previous 13F not available

    8.87% of the 13F portfolio, value $17,616,572.

    13F-HR 0001085146-24-004958 filed by Leicht Financial Planning & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).